Airline Weekly Lounge

Skift
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Mar 22, 2024 • 28min

High Flyers and Terminal Declines

Gordon Smith and Jay Shabat discuss the global airports that look set to be the big winners and losers in the coming quarter.
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Mar 15, 2024 • 31min

The Lufthansa Problem

Exploring Lufthansa Group's financial performance and challenges, including comparisons with other European airlines. Delving into subsidiary struggles and strategies, like Austrian Airlines. Reviewing Euro Wings' success and joint venture with Sun Express. Insights from JP Morgan conference on US airlines and Boeing delays impact. Southwest's employee reduction plans and JetBlue's focus on fundamentals for improvement.
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Mar 8, 2024 • 29min

American Airlines Fights Back

Gordon Smith and Jay Shabat discuss a new strategy from American Airlines to win back domestic market share and boost loyalty. We also examine the impact of Turkish Airlines' Australian debut on Qantas and other major carriers. 
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Mar 1, 2024 • 26min

IAG Earnings in the Spotlight

Gordon Smith and Jay Shabat examine the latest results from IAG to find out how they compare with Air France-KLM. We also take a deep-dive into Latin America to explore the fortunes of Latam Airlines. 
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Feb 23, 2024 • 26min

Megatrends 2024: Supply Chains and Climate Change

Gordon Smith and Jay Shabat discuss supply chain issues and climate change impacts on the aviation sector. They cover challenges faced by airlines due to supply chain shortages, including maintenance delays. The podcast explores sustainable aviation fuels and the slow progress towards reducing carbon emissions. They also talk about the effects of climate change on travel preferences and efforts to combat it within the airline industry.
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Feb 16, 2024 • 28min

A Surprise Thai Turnaround

Gordon Smith and Jay Shabat discuss how Thai Airways has shaken off its pandemic problems and emerged as one of the world's most profitable carriers.
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Feb 9, 2024 • 30min

Plotting A New Frontier

Gordon Smith and Jay Shabat discuss Frontier Airlines' bold new strategy which will see it cut capacity in Las Vegas and Florida. We also review the latest developments from Japan where the country's biggest carriers are enjoying a spike in premium demand.
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Feb 2, 2024 • 28min

The Rising Fortunes of Ryanair

Ryanair has its problems, but it is doing much better than most. As the Irish low-cost giant posts its latest earnings, Gordon Smith and Jay Shabat pick through the numbers and assess what the future could hold for the airline.
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Jan 26, 2024 • 44min

What do United Airlines and easyJet Have in Common?

As airline earnings season continues to gather momentum, this week we examine the fortunes of United and easyJet. Gordon Smith and Jay Shabat discuss the major developments and identify the key trends at these two very different carriers. 
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Jan 19, 2024 • 33min

Judge to JetBlue: No Merger for You

This week has seen major courtroom drama as the proposed JetBlue-Spirit merger was blocked by a U.S. judge. In this special episode, Gordon Smith and Jay Shabat discuss the implications of the ruling and assess the likely knock on impact for the wider airline industry.

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